Waypoint Wealth Counsel’s Cadence Bank CADE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27,028	Closed	-$800K	–	98
2023 Q4	$800K	Hold	27,028	–	–	0.68%	35
2023 Q3	$574K	Sell	27,028 -26,401	-49%	-$560K	0.54%	38
2023 Q2	$1.05M	Buy	+53,429	New	+$1.05M	0.94%	26